Portfolio Monitoring Specialist

Job Description

Job Description

Responsibilities

• Partner with the origination team to support financial and strategic initiatives across portfolio companies.
• Monitor and analyze portfolio company performance throughout the investment cycle, providing key insights to both internal and external stakeholders.
• Maintain regular communication with portfolio company management to review trends, KPIs, and operational performance.
• Prepare quarterly portfolio reviews and materials for internal management committees.
• Assist with monthly and quarterly valuation processes.
• Coordinate with internal teams—including Investor Relations, Macro, Data, and ESG—to produce quarterly reports, investor updates, and other materials as needed.
• Support the deal team on additional analyses and projects as they arise.